Total net assets ($CAD):
$12.09 million

The top 4 holdings make up 100.02% of the Fund.
Canadian Corporate Bonds
Foreign Corporate Bonds
Other
Canadian Equity
Cash and Equivalents
Canadian Government Bonds
US Equity
Foreign Government Bonds
International Equity
Income Trust Units
Canada
United States
Multi-National
Other
Germany
France
Netherlands
United Kingdom
Cayman Islands
Australia
Fixed Income
Cash and Cash Equivalent
Mutual Fund
Other
Real Estate
Technology
Financial Services
Energy
Industrial Services
Consumer Services
Underlying fund allocations Sector allocation (%)
CI Income Fund Series I Mutual Fund 96.03%
Ci Private Market Growth Fund (Series I Mutual Fund 2.62%
Ci Private Markets Income Fund (Series I) Mutual Fund 1.18%
Cash Cash and Cash Equivalent 0.19%
Top Holdings Sector allocation (%)
Cash Cash and Cash Equivalent 5.47%
Ci Private Market Growth Fund (Series I Mutual Fund 3.30%
CI Equity Premium Yield Fund Series I Mutual Fund 2.04%
CI Munro Global Growth Equity Fund Series I Mutual Fund 1.36%
NVIDIA Corp Computer Electronics 1.26%
Ci Private Markets Income Fund (Series I) Other 1.18%
Honda Canada Finance Inc 4.87% 23-Sep-2027 Fixed Income 0.90%
Verizon Communications Inc 2.50% 16-Feb-2030 Fixed Income 0.80%
Primaris REIT 5.00% 15-Mar-2030 Fixed Income 0.78%
Reliance LP 2.67% 01-Aug-2028 Fixed Income 0.77%
Rogers Communications Inc 3.65% 31-Jan-2027 Fixed Income 0.76%
CGI Inc 3.99% 05-Sep-2027 Fixed Income 0.75%
CI Global Artificial Intelligence Fund Series I Mutual Fund 0.75%
Asset allocation

Canadian Corporate Bonds 28.35%

Foreign Corporate Bonds 16.55%

Other 9.38%

Canadian Equity 9.24%

Cash and Equivalents 8.99%

Canadian Government Bonds 8.67%

US Equity 8.49%

Foreign Government Bonds 6.16%

International Equity 2.98%

Income Trust Units 1.19%

Geographic allocation

Canada 55.70%

United States 26.29%

Multi-National 7.87%

Other 6.50%

Germany 0.72%

France 0.69%

Netherlands 0.61%

United Kingdom 0.55%

Cayman Islands 0.54%

Australia 0.53%

Sector allocation

Fixed Income 60.84%

Cash and Cash Equivalent 8.99%

Mutual Fund 7.93%

Other 5.17%

Real Estate 4.05%

Technology 3.69%

Financial Services 3.56%

Energy 3.14%

Industrial Services 1.35%

Consumer Services 1.28%